XYPN INVEST of BOZEMAN, MT is an SEC-registered investment adviser (CRD 285967). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Robert Alan Moore | MANAGING MEMBER; PRESIDENT & CEO | Bozeman, MT |
| Michael Ernest Kitces | MANAGING MEMBER | Bozeman, MT |
| Bradley Michael Griffiths | CCO | — |
| Taylor Michelle Hain | VICE PRESIDENT: XYPN INVEST | — |
| Jena Suzette Olney | DIRECTOR OF CLIENT SERVICES | — |
| MOORE PATRICK ALAN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT & CEO | — |
| SNODGRASS JEFFREY ROBERT | DIRECTOR, CCO & ORION SPECIALIST; MANAGING DIRECTOR; MANAGING DIRECTOR & CCO | — |
| KITCES MICHAEL ERNEST | MANAGING MEMBER | — |
| KERNEY THOMAS DEKARI | SENIOR DIRECTOR; SENIOR DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| Asher LISA | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| GRIFFITHS BRADLEY MICHAEL | CCO | — |
| OLNEY JENA SUZETTE | DIRECTOR OF CLIENT SERVICES | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |